better Investment Representative

Investment Representative needed for a North Dallas Investment Company Sells financial products and services to customers for investment and financial planning purposes. ESSENTIAL DUTIES include the following: Identifies potential clients using employee referrals, advertising campaigns, mailing lists and personal contacts. Solicits business from potential clients. Interviews clients to determine their financial position, resources, assets and financial goals. Provides clients with information and advice on purchase or sale of securities, financial services and investment plans based on revi...

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